EVERSOURCE WEALTH ADVISORS, LLC
Latest filing: May 29, 2025 (48 days ago)
AUM
$3,954,297,526
47% change vs. 1 year ago
232% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
76
29% change vs. 1 year ago
153% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
BIRMINGHAM, AL
3500 COLONNADE PARKWAY, BIRMINGHAM, AL, UNITED STATES, 35243
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $3.9 |
| Non-Discretionary | $0.1 |
| Total | $4.0 |
| Client | AUM |
|---|---|
| Retail | $2.9 |
| Pooled | $0.0 |
| Institutional | $1.1 |
| Total | $4.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 1,418 | $0.6 |
| Average Individual AUM | $433,915 | |
| HNW | 1,471 | $2.2 |
| Average HNW AUM | $1,528,428 | |
| Retail Total | 2,889 | $2.9 |
| Average Retail AUM | $991,211 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $1.6 |
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $0.9 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $4.0 |
| Retail SMA AUM | $2.9 |
| Institutional SMA AUM | $1.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 38% | $1.5 |
| Equity Non-Exch | 2% | $0.1 |
| Govt Agency | 2% | $0.1 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 43% | $1.7 |
| Other Pools | 0% | $0.0 |
| Cash | 6% | $0.2 |
| Other | 8% | $0.3 |
| Total | 100% | $4.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| BMSS WESSON WEALTH SOLUTIONS, LLC | $0.6 | 282792 | |
| BMSS, LLC | $0.0 | accountancy | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
15 active
| Name | Title |
|---|---|
| MURPHY, DONALD, WAYNE | MANAGER, MANAGER |
| WESSON, MARK, ALAN | CHIEF EXECUTIVE OFFICER & MANAGER, MANAGER |
| WELDEN, CHARLES, VICTOR | MANAGER, MANAGER |
| WADDELL, GLENN, GERALD | GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER |
| PHILLIPS, THOMAS, MERLE | MEMBER |
| HITCHCOCK, RHONDA, FIELDS | CHIEF OPERATING OFFICER |
| ROUSH, LUKAS, MILLER | MANAGER |
| SHANK, JOHN, PAUL | MANAGER |
ADVDB.CO • SOURCE: SEC
Representatives
43 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JORDAN TWOGOOD | BIRMINGHAM | AL | S65|2015-08-20 | ||||||
| PAUL RUTKOWSKI | BIRMINGHAM | AL | S63|1989-04-25|S65|2008-01-14 | ||||||
| WILLIAM STEVENS | BIRMINGHAM | AL | S63|1994-03-14|S66|2004-11-05 | ||||||
| W FOX | BIRMINGHAM | AL | S63|2008-04-26|S65|2023-06-12 | ||||||
| ROBERT COLLINS | BIRMINGHAM | AL | S66|2013-03-18 | ||||||
| OSNI FERREIRA FILHO | BIRMINGHAM | AL | S66|2019-10-07 | CERTIFIED FINANCIAL PLANNER | |||||
| LEWIS JONES | BIRMINGHAM | AL | |||||||
| KEVIN GRADY | BIRMINGHAM | AL | S63|2001-10-04|S66|2006-11-28 | CERTIFIED FINANCIAL PLANNER | |||||
| CHASE BOARDMAN | BIRMINGHAM | AL | S65|2021-08-02 | ||||||
| CHRISTIAN POLITO | BIRMINGHAM | AL | S66|2012-09-01 | CERTIFIED FINANCIAL PLANNER | |||||
| JAMES MILLER | BIRMINGHAM | AL | S66|2014-06-09 | CERTIFIED FINANCIAL PLANNER | |||||
| JOSEPH CAMPBELL | BIRMINGHAM | AL | |||||||
| JOSEPH SIMPSON | BIRMINGHAM | AL | S63|2000-04-11|S65|2003-08-05 | CERTIFIED FINANCIAL PLANNER | |||||
| JOHN BURCH | BIRMINGHAM | AL | S66|2007-02-03 | CERTIFIED FINANCIAL PLANNER | |||||
| RACHEL MCDONOUGH | BIRMINGHAM | AL | S66|2003-05-16 | CERTIFIED FINANCIAL PLANNER | |||||
| JAMES VANDENHEUVEL | BIRMINGHAM | AL | S66|2019-08-01 | ||||||
| BRANDI LOBATO | BIRMINGHAM | AL | S66|2016-08-25 | CERTIFIED FINANCIAL PLANNER | |||||
| JONATHAN TUE | BIRMINGHAM | AL | S63|2007-01-19|S65|2010-06-12|S66|2015-03-20 | ||||||
| DAVID SANDHU | BIRMINGHAM | AL | S65|2018-09-22 | ||||||
| TYLER SNYDER | BIRMINGHAM | AL | S65|2024-03-12 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $4.0 | $0.0 | 0% | 76 | 0 | 0% |
| 2025-04-21 | $4.0 | $0.0 | 0% | 76 | 0 | 0% |
| 2024-04-02 | $2.7 | $1.3 | 47% | 59 | 17 | 29% |
| 2023-04-04 | $1.8 | $2.1 | 119% | 40 | 36 | 90% |
| 2022-04-01 | $1.2 | $2.8 | 232% | 30 | 46 | 153% |
| 2021-04-05 | $0.0 | $3.9 | 12488% | 17 | 59 | 347% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| AL, AL-07/29/2020, AR-03/08/2024, AZ-09/15/2022, CA-04/20/2021, CO-08/18/2021, CT-10/29/2024, DC-03/08/2024, DE-10/29/2024, FL-04/20/2021, GA-08/18/2021, ID-11/18/2022, IL-03/08/2024, IN-11/18/2022, KS-03/08/2024, LA-12/11/2020, MA-06/02/2022, MD-04/20/2023, MI-03/08/2024, MN-08/18/2021, MO-03/08/2024, MS-04/20/2021, MT-04/20/2023, NC-08/18/2021, NE-03/13/2023, NH-10/29/2024, NJ-04/20/2023, NM-03/08/2024, NV-03/24/2022, NY-11/18/2022, OH-03/13/2023, OK-12/05/2024, OR-03/08/2024, PA-03/08/2024, SC-07/29/2020, TN-03/01/2021, TX-07/29/2020, UT-11/18/2022, VA-08/18/2021, WA-03/24/2023, WI-06/14/2021, WV-10/29/2024 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION NEWSLETTERS EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV